If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...
Checklist of what a trustee should do during trust administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
Using a Professional Trustee or Fiduciary is a good choice if you don't have family members or friends who can be your successor Trustee
California Probate is time consuming and expensive. A Revocable living trust will help your family avoid probate.
A Revocable Living Trust will help you avoid probate, but adding asset protection trust provisions will significantly protect your children's...
California probate is complicated, time-consuming and very expensive. A typical California probate could take 18 months and cost more than $50,000 in...
You have many options on how to set up your estate plan - DIY estate planning websites, traditional law firm or work with an attorney virtually
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.